“When Core Pillars is the beginning of multiple new lives”
The Reincarnate
Anita Raghav
Situation
Anita got us onboard as her financial advisor nearly two decades ago. The day we told her she had invested enough to see her through the rest of her life, she quit to take up her passion—photography! She moved to a different city, travelled round the world with her camera and ticked off her bucket list item of having an exhibition of her work. Then her former employer took her on as a consultant. More clients followed. Later, she moved to another city where she took up a leadership position in a conglomerate. Now she helms a startup fund.
Challenges
Keeping track of “retired” Anita’s funds is more challenging than handling the investments of someone who is working at the peak of their career. She uses us as a sounding board to check if she can plunge into a new adventure. She trusts us to track her money and give her a heads-up if there is a detour ahead. Her requirements keep morphing and our job is to understand her mind and ensure there is money to back her up always.
Financial Approach
Much as we admire her adventurous spirit, we remain focused on her risk profile and her funds situation. We insist on maintaining a balance whether the photographer is a corporate director today or both tomorrow.
Family involvement
Being a single woman, there are no conversations that we had with her siblings – it is now that she wants us to connect with them as they are beneficiaries of her investments.
Where we are
- Given the many experts she is in touch with, there are times when she questions our recommendations—more so when a market boom presents a tantalising mirage. But we insist on staying the tested course.
- Anita’s refreshingly positive approach tells us that there is no retiring from life. She is an inspiration to those who are undecided about what to do after retirement. Trust us to watch over your money, as you enjoy ticking your dynamic bucket list, just as Anita does.
Disclaimer: While the situation is real, the client’s name is not, to protect their identity.
International Money Matters Pvt. Ltd. / IMMPL / International Money Matters (SEBI Registered Investment Advisor) | SEBI RIA Registration no. – INA200010676 | Type of registration – Non individual | Validity of registration – (24th May, 2018)— Perpetual | Registered office address – 101-103, Mittal Tower, A Wing, 1st Floor, M G Road, Bengaluru-560001 | BASL membership Id- 1519 | ARN – 30846 | CIN – U36941KA2002PTC031245 | GST No. – 29AABCI3975Q1ZQ | Principal Officer & Managing Director – Lovaii Navlakhi ( Lovaii@immpl.com) | SEBI local office address – Securities and Exchange Board of India, 2nd Floor, Jeevan Mangal Building, No.4 , Residency Road, Bangaluru – 560025, Karnataka.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and the certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.